Group 1 - Marqeta (MQ) is currently outperforming its peers in the Business Services sector, with a year-to-date gain of approximately 39.1% compared to the sector average return of 3.4% [4] - The Zacks Rank for Marqeta is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions, with a 27.5% increase in the consensus estimate for full-year earnings over the past quarter [3] - Marqeta belongs to the Financial Transaction Services industry, which includes 35 companies and has an average gain of 5.3% year-to-date, further highlighting Marqeta's strong performance [5] Group 2 - The Business Services sector consists of 270 individual stocks and currently holds a Zacks Sector Rank of 3, indicating its relative performance among 16 sector groups [2] - Another notable stock in the Business Services sector is AppLovin (APP), which has returned 20.5% year-to-date and has a Zacks Rank of 1 (Strong Buy) [4][5] - The Technology Services industry, to which AppLovin belongs, has a current Zacks Industry Rank of 50 and has moved up by 5.8% year-to-date [6]

Industry Overview - The Zacks Technology Services Industry is performing strongly, ranking in the top 22% of over 240 Zacks industries, with 11 stocks currently rated as Zacks Rank 1 (Strong Buy) [1] CoreCard (CCRD) - CoreCard's stock price is $26, having reached a 52-week high of $28, driven by consistent revenue growth and increased profitability [2] - The company exceeded Q1 EPS expectations by 75%, reporting earnings of $0.28 per share against estimates of $0.16, a significant increase from $0.07 in Q1 of the previous year [2][3] - Institutional investors own 41% of CoreCard's shares, and the company has surpassed the Zacks EPS Consensus for six consecutive quarters, with an average earnings surprise of 119.22% over the last four quarters [3] Dave Inc. (DAVE) - Dave Inc.'s stock price is $217, reflecting a nearly 150% increase year-to-date and a staggering 3,900% gain over the last two years [5][6] - The company has seen record growth since going public in 2022, with projections indicating high-double-digit growth in both revenue and earnings for fiscal years 2025 and 2026 [6] - Dave crushed Q1 EPS expectations by 61%, reporting earnings of $2.48 per share compared to estimates of $1.54, with FY25 and FY26 EPS estimates increasing by over 26% and 31% respectively in the last 60 days [7] Microvast (MVST) - Microvast's stock price is $3, having increased over 90% in 2025 and reaching a one-year high of $4.32 [8] - The company reported a surprise profit of $0.06 per share in Q1, compared to an expected loss of -$0.02, and achieved record Q1 revenue of $116.49 million, exceeding estimates of $103.75 million and up 43% from $81.35 million in the prior period [9] - Microvast is expected to achieve profitability this year, with rapid sales growth indicating strong future earnings potential [9] Conclusion - The positive trend in earnings estimate revisions suggests further upside potential for highly ranked technology services stocks, with CoreCard, Dave Inc., and Microvast identified as viable buy-the-dip candidates due to their significant expansion [13]

Core Viewpoint - Cognizant Technology Solutions (CTSH) has experienced a 9% increase in shares over the past month, outperforming the broader Zacks Computer & Technology sector's 8.8% increase, driven by an expanding clientele and strong partner base [1] Group 1: Partner Base and Clientele Expansion - The expanding partner base, including companies like Pegasystems, Docusign, NVIDIA, and Amazon, is expected to enhance Cognizant's growth prospects in 2025 [2] - Cognizant secured several contracts in Q1 2025, including a significant deal valued at over $500 million, contributing positively to overall growth [2] - The collaboration with Pegasystems aims to enhance AI services and streamline cloud transformations for joint clients, addressing inefficiencies in legacy systems [3][4] Group 2: AI Capabilities and Portfolio Expansion - Cognizant has advanced its AI capabilities with innovations such as the Neuro AI Multi-Agent accelerator and has engaged in over 1,400 Generative AI projects across multiple clients in Q1 2025 [8] - The company announced the open-sourcing of its Neuro AI Multi-Agent Accelerator to foster collaboration and support scalable deployment of agent networks [9] Group 3: Financial Guidance and Growth Expectations - For Q2 2025, Cognizant expects revenues between $5.14 billion and $5.21 billion, indicating growth of 5.9%-7.4% [10] - The Zacks Consensus Estimate for Q2 2025 revenues is $5.19 billion, reflecting a year-over-year growth of 6.92% [11] - The consensus earnings estimate is $1.25 per share, indicating a year-over-year increase of 6.84% [11]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Mirion Technologies, Inc. (MIR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Mirion Technologies, Inc. is a member of our B ...

Company Performance - Bright Horizons Family Solutions (BFAM) has gained approximately 16.9% year-to-date, significantly outperforming the average return of 2.5% for the Business Services sector [4] - The Zacks Consensus Estimate for BFAM's full-year earnings has increased by 1.7% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] - BFAM currently holds a Zacks Rank of 2 (Buy), suggesting a favorable position for potential outperformance in the market [3] Industry Context - Bright Horizons Family Solutions is part of the Business Services sector, which consists of 270 individual stocks and has a Zacks Sector Rank of 4 [2] - Within the Business - Services industry, which includes 26 stocks, BFAM ranks higher with a year-to-date return that exceeds the average gain of 16.8% for this group [6] - In comparison, another stock in the Business Services sector, Dave Inc. (DAVE), has shown a remarkable year-to-date return of 127% and has a Zacks Rank of 1 (Strong Buy) [5][6]

Have you been paying attention to shares of Dave Inc. (DAVE) ? Shares have been on the move with the stock up 112.3% over the past month. The stock hit a new 52-week high of $201.45 in the previous session. Dave Inc. has gained 127% since the start of the year compared to the 2.5% move for the Zacks Business Services sector and the 3% return for the Zacks Technology Services industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our ...

河南众诚信息科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 证券代码：835207 证券简称：众诚科技 公告编号：2025-046 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 22 日 活动地点：河南众诚信息科技股份有限公司（以下简称"公司"）通过上海证 券报·中国证券网（https://roadshow.cnstock.com）采用网络方式召开 2024 年年 度报告业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长梁侃先生；董事兼总经理梁友先生；董事兼 董事会秘书苏春路先生；财务负责人付少寒女士；公司保荐代表人郭佳先生。 三、 投资者关系活动主要内容 本次业绩说明会公司就投资者普遍关注的问题进行了沟通与交流，主要问题 及回复如下： 问题 1：公司 ...

Financial Data and Key Metrics Changes - In Q4 of fiscal year 2025, consolidated net sales were $498.1 million, down from $554.5 million in Q4 of fiscal year 2024, reflecting a decline of 10.2% year over year [12] - Consolidated adjusted EBITDA increased to $43.8 million from $36.8 million in the prior year, exceeding expectations [12] - Gross profit rose by nearly 12% to $145.8 million, with a gross margin of 29.3%, compared to 23.5% in the prior year [15][18] - For the full fiscal year, consolidated net sales were $2.07 billion, down from $2.23 billion in fiscal year 2024, driven by a 13.7% decline in product sales [19][20] Business Line Data and Key Metrics Changes - Services revenue grew 33% in Q4 and 37% for the full year, highlighting the company's focus on services-led solutions [7][13] - Managed services revenue increased by 16.6% in Q4 and 24.6% for the year, providing predictable long-term revenue [7] - Technology business net sales declined 10.4% year over year to $487.2 million, primarily due to lower product sales [12] Market Data and Key Metrics Changes - Telecom, Media and Entertainment, and SLED were the largest customer end markets, accounting for 23% of technology business net sales on a trailing twelve-month basis [14] - The financing segment saw net sales rise 4.9% to $10.9 million, driven by higher transaction gains [15] Company Strategy and Development Direction - The company is focusing on four key growth areas: AI, cloud, security, and networking, with strategic investments to expand capabilities [8] - AI adoption is seen as a significant business driver, with initiatives like AI Ignite workshops and a generative AI Accelerator solution to support customer needs [9] - The company aims to maintain a disciplined capital allocation strategy while exploring organic and inorganic growth opportunities [22] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for fiscal year 2026, expecting low single-digit net sales growth and mid single-digit growth in gross profit and adjusted EBITDA [23] - The company acknowledged economic uncertainty impacting revenue but remains committed to its strategic pivot towards services and high-growth technology areas [24] Other Important Information - The company exited fiscal year 2025 with a record cash position of approximately $389 million, providing financial flexibility for future investments [10] - The cash conversion cycle improved to 29 days from 46 days a year ago, indicating a more normalized supply chain [21] Q&A Session Summary Question: Current demand environment and product side performance - Management noted a pickup in the data center, cloud, and security spaces, but networking demand remains weak [28][31] Question: AI opportunity and enterprise investment - Management indicated that while most AI investments are currently in hyperscaler environments, they expect infrastructure spending to pick up over time as enterprise adoption grows [32][34]